Basecamp 2 + SweepBright
Create Basecamp 2 to-dos when new feedback is added to SweepBright leads
Each interaction with your leads is tracked automatically in SweepBright and you can add in additional feedback about those interaction with minimal data input. If you want to get your feedback about leads organized, you can use this Zap to automatically create to-dos in Basecamp 2 based on new feedback you registered in SweepBright following a lead interaction. Then you can tick off your to-dos in Basecamp 2 and make sure each lead gets the information they need.
Each interaction with your leads is tracked automatically in SweepBright and you can add in additional feedback about those interaction with minimal data input. If you want to get your feedback about leads organized, you can use this Zap to automatically create to-dos in Basecamp 2 based on new feedback you registered in SweepBright following a lead interaction. Then you can tick off your to-dos in Basecamp 2 and make sure each lead gets the information they need.
- When this happens...Feedback Added to Interaction
Triggers when feedback is added to an interaction.
- automatically do this!Create Todo
Triggers when a new todo is added to a todo list.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
Try It
